← Top Holdings
ROADCONSTRUCTION PARTNERS INC
CUSIP: 21044C107
1
Guru Owners
$2.9M
Total Value Held
26,329
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Polen Capital Management | 26329 | $2.9M | 0.02% | $111.12 | Q1 2026 |
📊 Fundamentals
Market Cap$5.8B
P/E Ratio44.7x
Above market avg
Forward P/E26.8x
P/FCF82.6x
EPS (TTM)$2.29
Revenue (TTM)$3.3B
Profit Margin3.90%
Beta0.88
52-Week Range
$93.22
$151.00
Current: $102.32
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 44.7x trailing earnings → 26.8x forward · 3.9% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '261 owners · $2.9M
Q4 '251 owners · $1.2M
Q3 '251 owners · $1.4M
Q2 '251 owners · $1.3M
Q1 '251 owners · $2.5M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
11%analyst est. 11.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
2.1%current: 2.1%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data